Trinity Legacy Partners, LLC FPE Holdings History
Trinity Legacy Partners, LLC's First Trust Preferred Securities and Income ETF Holding Summary
As of 2025-03-31, Trinity Legacy Partners, LLC held 541,777.00 shares of First Trust Preferred Securities and Income ETF(FPE), totaling $9.51 Mil. This investment constitutes 2.41% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0.17% of the outstanding First Trust Preferred Securities and Income ETF(FPE) stock.
The initial trade took place in 2021Q1. And since then Trinity Legacy Partners, LLC has made 9 purchases of FPE, at an average price of $19.51, for a total of 1.76 Mil shares. In addition, there have been 8 sales at an average price of $17.50 for 1.22 Mil shares. Based on historical transaction data and FPE's current price of $17.87, Trinity Legacy Partners, LLC's estimated gain on his FPE holdings is $-3.32 Mil, reflecting a -9.69% gain to date.
Trinity Legacy Partners, LLC FPE ($17.87) Holding Chart
Trinity Legacy Partners, LLC FPE ($17.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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